Aries Wealth Management Incresed Positions in Q3 2025

Aries Wealth Management

  • $409 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
4.98K
+ 25.74%
$617.65 - $666.84 $3.08M - $3.32M
24.3K $16.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
12.2K
+ 8.45%
$87.29 - $93.61 $1.06M - $1.14M
157K $14.6M
CAT
Caterpillar Inc

Industrials
83
+ 0.46%
$390.92 - $477.15 $32.4K - $39.6K
18K $8.58M
VUG
Vanguard Growth ETF

ETFs
39
+ 0.1%
$433.97 - $484.08 $16.9K - $18.9K
38K $18.2M
VB
Vanguard Small Cap ETF

ETFs
1.87K
+ 3.71%
$237.58 - $259.17 $444K - $484K
52.1K $13.3M
EEM
Ishares Msci Emerging Markets

ETFs
8.51K
+ 6.17%
$48.07 - $53.4 $409K - $455K
146K $7.82M
MSFT
Microsoft Corp

Technology
334
+ 0.95%
$491.09 - $535.64 $164K - $179K
35.6K $18.4M
VTV
Vanguard Value ETF

ETFs
2.84K
+ 8.91%
$175.51 - $186.57 $499K - $531K
34.8K $6.49M
GLD
Spdr Gold Trust

ETFs
103
+ 0.74%
$300.96 - $355.47 $31K - $36.6K
14K $4.97M
VO
Vanguard Mid Cap ETF

ETFs
377
+ 0.93%
$279.83 - $293.74 $105K - $111K
41.1K $12.1M
JPM
Jpmorgan Chase & CO

Financial Services
322
+ 1.87%
$282.78 - $316.06 $91.1K - $102K
17.6K $5.54M
IDXX
Idexx Laboratories Inc

Healthcare
76
+ 2.4%
$514.61 - $682.78 $39.1K - $51.9K
3.25K $2.08M
VTI
Vanguard Total Stock Market Et

ETFs
75
+ 0.53%
$303.93 - $329.86 $22.8K - $24.7K
14.1K $4.63M
GOOG
Alphabet Inc.

Communication Services
85
+ 1.68%
$175.16 - $255.24 $14.9K - $21.7K
5.14K $1.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.85K
+ 7.27%
$49.43 - $54.52 $141K - $155K
42K $2.28M
RTX
Raytheon Technologies Corp

Industrials
498
+ 4.63%
$144.19 - $167.33 $71.8K - $83.3K
11.3K $1.88M
WMT
Walmart Inc.

Consumer Defensive
70
+ 0.13%
$94.4 - $104.27 $6.61K - $7.3K
53.7K $5.53M
ACWI
Ishares Msci Acwi ETF

ETFs
308
+ 1.46%
$128.32 - $138.41 $39.5K - $42.6K
21.4K $2.96M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
100
+ 2.7%
$567.77 - $614.76 $56.8K - $61.5K
3.81K $2.33M
CVX
Chevron Corp

Energy
609
+ 6.58%
$145.57 - $161.83 $88.7K - $98.6K
9.86K $1.53M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.38K
+ 6.04%
$82.38 - $83.0 $196K - $197K
41.8K $3.47M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
380
+ 18.86%
$103.83 - $179.9 $39.5K - $68.4K
2.4K $428K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
222
+ 6.68%
$459.11 - $506.91 $102K - $113K
3.55K $1.78M
IAU
Ishares Gold Trust

ETFs
702
+ 10.38%
$61.62 - $72.77 $43.3K - $51.1K
7.47K $543K
VGSH
Vanguard

ETFs
1.98K
+ 39.09%
$58.43 - $58.88 $116K - $117K
7.04K $414K
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.66K
+ 3.29%
$30.71 - $30.86 $112K - $113K
115K $3.54M
LLY
Eli Lilly & CO

Healthcare
241
+ 5.86%
$625.65 - $812.69 $151K - $196K
4.35K $3.32M
TXN
Texas Instruments Inc

Technology
439
+ 6.93%
N/A
6.78K $1.32M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
550
+ 2.56%
$97.75 - $100.75 $53.8K - $55.4K
22K $2.21M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.47K
+ 4.59%
$50.47 - $50.74 $73.9K - $74.3K
33.4K $1.7M
UBER
Uber Technologies, Inc

Technology
127
+ 1.13%
$86.91 - $99.57 $11K - $12.6K
11.4K $1.11M
PFE
Pfizer Inc

Healthcare
1K
+ 3.29%
$23.29 - $25.88 $23.3K - $25.9K
31.4K $801K
CRM
Salesforce, Inc.

Technology
597
+ 26.35%
$231.66 - $273.65 $138K - $163K
2.86K $678K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
800
+ 2.64%
$49.78 - $50.75 $39.8K - $40.6K
31.1K $1.58M
CPNG
Coupang, Inc.

Consumer Cyclical
915
+ 9.9%
$27.67 - $33.53 $25.3K - $30.7K
10.2K $326K
VCIT
Vanguard Intermediate Term Cor

ETFs
24
+ 0.07%
$81.75 - $84.54 $1.96K - $2.03K
35.1K $2.96M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
473
+ 0.96%
$52.39 - $53.11 $24.8K - $25.1K
49.9K $2.64M
UNP
Union Pacific Corp

Industrials
32
+ 0.67%
$214.91 - $237.16 $6.88K - $7.59K
4.83K $1.14M
AMZN
Amazon Com Inc

Consumer Cyclical
70
+ 0.16%
$211.65 - $238.24 $14.8K - $16.7K
42.8K $9.39M
ISRG
Intuitive Surgical Inc

Healthcare
137
+ 26.97%
$433.66 - $544.47 $59.4K - $74.6K
645 $288K
SHV
Ishares Tr

ETFs
75
+ 1.18%
$110.06 - $110.49 $8.25K - $8.29K
6.41K $708K
ADBE
Adobe Inc.

Technology
173
+ 10.85%
$333.65 - $392.1 $57.7K - $67.8K
1.77K $623K
Fidelity Wise Origin Bitcoin
565
+ 4.26%
N/A
13.8K $0
Grayscale Ethereum Mini Tr E
4.15K
+ 9.72%
N/A
46.8K $0
Verastem Inc
2.5K
+ 10.53%
N/A
26.2K $0
Blackrock Inc
76
+ 4.91%
N/A
1.63K $0
Grayscale Bitcoin Mini Tr Et
2.84K
+ 8.18%
N/A
37.5K $0
COST
Costco Wholesale Corp

Consumer Defensive
204
+ 5.72%
$915.95 - $994.57 $187K - $203K
3.77K $3.49M
WM
Waste Management Inc

Industrials
125
+ 1.01%
$213.88 - $237.1 $26.7K - $29.6K
12.5K $2.77M
Activity Summary
Buys All Purchases 68 New Holdings 15 Increased Positions 53 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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